Robert MasonRobert MasonManaging DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
About Robert
Robert Mason is a Managing Director, Portfolio Manager and Wealth Partner at J.P. Morgan Wealth Management.
As a founding member of The Corbett, Mason, and Warren Group, he leads the team's efforts in developing asset management strategies that address the complexities of significant capital.
Bob views himself as a Chief Investment Officer for the group, overseeing all critical elements of the investment process for ultra-high-net-worth individuals and C-suite executives. He is particularly adept at addressing the need for asset allocation, portfolio construction and risk management. Bob draws on his 25 years of market experience to assist clients to both grow assets in bull markets and protect capital in bear markets.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Bob is one of a select group of advisors who manage portfolios on a discretionary basis and are subject to regular quantitative and qualitative reviews. This exacting attention to detail enables him to actively invest assets on behalf of individual clients. His focus is trained on designing strategies for growth, equity and fixed income objectives. Bob leverages his deep background to help corporate executives diversify away from their concentrated equity holdings.
With a career that spans nearly 30 years, Bob co-founded The Corbett, Mason, and Warren Group at Hambrecht & Quist to offer clients the benefit of the team's synergistic backgrounds.
Since then, they have served at Bear Stearns and Morgan Stanley/Smith Barney, where Bob earned the Family Wealth Director designation. Together, the team joined J.P. Morgan in 2017 for the opportunity to leverage the firm's resources and expertise in advising ultra-high-net- worth clients. He is proud to have built a fully integrated wealth management practice which he couples with the substance of his investment experience.
Bob is a graduate of Providence College and resides in East Greenwich, Rhode Island, with his wife and two children.
Insights
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now